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OneDigital Investment Advisors LLC: OUNZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on OUNZ, newest first. How the timeline and the estimate are built.

OneDigital Investment Advisors LLC held 36,563 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,563 shares
    Change vs previous 13F -1,254 shares

    0.01% of the 13F portfolio, value $1,410,966.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,817 shares
    Change vs previous 13F -702 shares

    0.02% of the 13F portfolio, value $1,703,656.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,519 shares
    Change vs previous 13F -1,535 shares

    0.02% of the 13F portfolio, value $1,597,768.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,054 shares
    Change vs previous 13F -1,419 shares

    0.02% of the 13F portfolio, value $1,489,608.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,473 shares
    Change vs previous 13F -420 shares

    0.01% of the 13F portfolio, value $1,322,574.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,893 shares
    Change vs previous 13F -436 shares

    0.01% of the 13F portfolio, value $1,262,655.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,329 shares
    Change vs previous 13F -2,894 shares

    0.01% of the 13F portfolio, value $1,070,924.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,148,212.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).